In response to three recent billion-dollar water deals, Bluefield is releasing a special episode of The Future of Water—to help our listeners break down what this growing interest in water means. Bluefield’s Reese Tisdale and Keith Hays discuss what has fundamentally changed in the market that makes water more attractive for investment now, characteristics of… Continue reading Special Episode: Big Acquisitions in Water Are a Big Deal
Podcast: The Future of Water
Is Texas Water Crisis a Harbinger of Climate Risk?
This discussion delves into the water crisis in Texas, climate, and what climatic events could mean for sustainable water management going forward. Over the last two weeks, Texas has been in the news for all the wrong reasons. More than 14 million people have been impacted by a freeze-out that was catalyzed by a failure… Continue reading Is Texas Water Crisis a Harbinger of Climate Risk?
Digging into the Aegion/New Mountain Megadeal
Digging into the water sector’s latest megadeal between Aegion and New Mountain Capital. Aegion Corporation, a provider of infrastructure maintenance, rehabilitation, and protection solutions announced that it has accepted an offer to be acquired by private equity (PE) firm New Mountain Capital. The transaction, valued at approximately US$963 million, represents a second big step for… Continue reading Digging into the Aegion/New Mountain Megadeal
Will a Biden Administration Really Impact Water Sector Investment?
Out of the gates the new president, emboldened by a slim majority in the Senate and House of Representatives, has begun laying out a roadmap for change in infrastructure investment and environmental policy. The Biden administration has touched upon climate, lead & copper, water quality, and infrastructure and the outlook for change is positive. In… Continue reading Will a Biden Administration Really Impact Water Sector Investment?
Are Municipalities Benefitting from Fair Market Value Legislation?
On average, Bluefield’s team of water experts tracks more than 125 utility acquisitions per year. Reese Tisdale talks to Bluefield Analyst Mariel Marchand about utility acquisitions and the impact of Fair Market Value policies and legislation on M&A activity. Bluefield’s quarterly analysis of deal flow and buyers and sellers allows for a well-rounded discussion on… Continue reading Are Municipalities Benefitting from Fair Market Value Legislation?
New Year Episode: Biggest Headlines, Challenges, and Trends Influencing Global Water
In Bluefield’s first podcast of the year, Reese Tisdale, Eric Bindler, and Erin Bonney Casey reflect on some of last year’s biggest water headlines, discuss future challenges, and identify top trends influencing global water markets. While 2020 was unusual, to say the least, the new year ushers in an altered landscape for water solutions providers,… Continue reading New Year Episode: Biggest Headlines, Challenges, and Trends Influencing Global Water
Water for Power: The Remaking of the Electricity Landscape and its Impact on Water
Reese Tisdale and Bluefield Analyst Cullen Mitchell discuss the impacts of a changing energy landscape and its impact on water management. Over the last decade, the advent of shale oil & gas exploration, renewables, and battery power have upended traditional system structures and the opportunities for water services and solutions providers. Now, the emerging interest… Continue reading Water for Power: The Remaking of the Electricity Landscape and its Impact on Water
Are Homes Getting Smarter with Real-time Water Management?
Reese Tisdale and Eric Bindler talk about the future of water management within the home. Newly announced strategic partnerships between Moen subsidiary Flo and Lennar signal growing potential for the niche market. Prior to the pandemic, the residential digital water segment had seen a flurry of activity among water entrepreneurs. Bluefield water experts discuss the… Continue reading Are Homes Getting Smarter with Real-time Water Management?
Brazil Looks to Private Participation in Water
Bluefield’s Reese Tisdale and Keith Hays discuss Brazil’s municipal water market and the implications for new policies launched to invite private participation. The mercurial Latin American economy has attracted a number of companies willing to ride a wave of opportunity that is not for the risk-averse. Over 200 Brazilian municipalities are already served by fully… Continue reading Brazil Looks to Private Participation in Water
The Role of Private Equity in Water
Over the last 8 to 12 months, the number of private equity (PE) companies coming to Bluefield for support has increased exponentially. Bluefield President Reese Tisdale and Consulting Director Keith Hays discuss why private equity is turning to water, what they are investing in, and how Bluefield sees this playing out. Also discussed, the hot… Continue reading The Role of Private Equity in Water